Client Concierge & Operations Coordinator

Arcadia Financial Group; Andover (MA); On-site; USD 55,000 - 60,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

Unlimited PTO and flexible scheduling

Disability and life insurance

401(k) retirement plan with 4% company

Professional development opportunities

Job summary

Arcadia Financial Group seeks a Client Concierge to deliver exceptional hospitality-forward service, blending administrative excellence with relationship-building for our clients. The role emphasizes organization, proactive communication, and CRM-driven insights to create a personalized experience across Arcadia Financial Group and Arcadia Tax.

The position may require occasional travel between the Manchester and Andover offices and reports to the Lead Client Concierge.

Qualifications

• 3+ years of experience in client service, hospitality, administrative support, concierge services, or a related field.
• Exceptional verbal and written communication skills.
• Strong organizational skills with the ability to manage multiple priorities simultaneously.
• Demonstrated ability to exercise judgment, solve problems, and elevate appropriately.
• Experience with CRM systems, scheduling platforms, and Microsoft Office preferred.

Responsibilities

• Serve as the first point of contact and ambassador of the Arcadia experience across Arcadia Financial Group and Arcadia Tax.
• Deliver a Second to None client experience by bringing hospitality principles and family office service standards to the financial services industry.
• Create personalized, thoughtful interactions that make clients feel known, valued, prioritized, and cared for.
• Coordinate scheduling, meetings, and client communications with proactive follow-through.
• Maintain CRM data and support cross-department collaboration to ensure seamless service.

Skills

Client service

Hospitality

Organization

Communication

Tools

CRM systems

Scheduling platforms

Microsoft Office

Job description

Arcadia Financial Group seeks a Client Concierge to deliver exceptional hospitality-forward service, blending administrative excellence with relationship-building for our clients. The role emphasizes organization, proactive communication, and CRM-driven insights to create a personalized experience across Arcadia Financial Group and Arcadia Tax.

The position may require occasional travel between the Manchester and Andover offices and reports to the Lead Client Concierge.